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Altice USA ( NYSE: ATUS ) is up 2.4% Friday afternoon, tacking on to sharp gains it made midday Thursday following a report that it's exploring a sale of Suddenlink that could bring up to $20B . The prospect of such a sale (and the debt relief it could bring Altice U...
Citi has updated its models for wireless and broadband stocks heading into earnings season, and while it's trimmed its outlook a bit, it's still expecting "solid" revenue growth. Communication Services industry revenues for the year should grow 2.3% to $546B, down just about 20 basi...
Charter Communications has provided impressive returns to investors, easily outpacing the S&P 500. The company appears to be undervalued, especially when considering analysts expect continued double-digit growth in share price. However, the company is heavily leveraged with si...
Charter is a perfect business for an inflationary environment: Internet is a necessity, and Charter has pricing power. If it raises prices, it will not lose customers. A large chunk of its costs are fixed and thus will not rise with inflation. Over the last five years, the company bou...
Andvari Associates manages a concentrated investment strategy designed with the goal of outperforming the market. For the first six months of 2022 Andvari was down 30.9% net of fees while the SPDR S&P 500 ETF was down 20.0%. We also started a new position in a company we have ...
Charter has managed to offset declining video and voice subscriptions with consistent internet growth. I'm also interested by growth opportunities in the mobile space. The business has not shown strong pricing power. This may hurt the company if subscriber growth slows as expected...
TCI Fund Management’s 13F portfolio value decreased from $44.44B to $36.84B this quarter. S&P Global was increased substantially while decreasing Charter Communications. The top three positions are Alphabet, Microsoft, and Canadian National Railway and they add up to ~5...
A look at a potential recession on the media and cable sectors has BofA seeing the same cracks in the ad market as other firms, and revisiting the traditional view of cablecos as defensive stocks in tough times. Share prices in the industry have meaningfully declined along with the ...
Management have executed (so far) on their targets from the August 2021 investor day. Overbuilding their copper footprint is a good use of capital and the bankruptcy has allowed them room to raise capital and build out aggressively. The issue I have is their footprint is more comp...
Charter to Hold Webcast to Discuss Second Quarter 2022 Financial and Operating Results PR Newswire STAMFORD, Conn. , June 29, 2022 /PRNewswire/ -- Charter Communications, Inc. (NASDAQ: CHTR) (the "Company" or "Charter") will host a webcast on Friday, Ju...
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Charter Communications Inc (NASDAQ:CHTR) reported worse-than-expected first-quarter results on Friday. Charter Communications reported fiscal first...
Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades and downgr...
Corporate earnings came to the market’s rescue in the past week, helping to overcome rate fears. As we look ahead to the unfolding week, it r...